JPMorgan Chase & Co Portfolio holdings
JPMorgan Chase & Co., formed by the 2000 merger of J.P. Morgan & Co. and Chase Manhattan Bank, is a global financial services giant headquartered in New York City, tracing its roots back to 1799 through its predecessor firms. As one of the largest banks in the world, it operates across investment banking, commercial banking, asset management, and consumer banking, managing trillions in assets and serving millions of customers, corporations, and governments. Led by CEO Jamie Dimon since 2005, the firm is renowned for its role in high-profile deals, robust trading operations, and its Chase retail banking network, which includes extensive credit card and mortgage services. Combining a legacy of financial innovation with a dominant market presence, JPMorgan Chase remains a cornerstone of the global economy.
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$3.57B |
| 2 |
Amazon
AMZN
|
+$2.84B |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.47B |
| 4 |
Mastercard
MA
|
+$1.44B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.31B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.44B |
| 2 |
Apple
AAPL
|
+$3.14B |
| 3 |
Invesco QQQ Trust
QQQ
|
+$1.87B |
| 4 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$1.84B |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$1.57B |
Sector Composition
| 1 | Technology | 20.05% |
| 2 | Healthcare | 11.18% |
| 3 | Financials | 9.56% |
| 4 | Consumer Discretionary | 9.09% |
| 5 | Industrials | 7.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1276
NGL Energy Partners
NGL
$740M
| $28.3M | ﹤0.01% |
7,321,678
+728,304
| +11% | +$2.82M |
|
1277
DigitalOcean
DOCN
$3.25B
| $28.3M | ﹤0.01% |
1,178,415
+34,601
| +3% | +$831K |
|
1278
Green Plains
GPRE
$631M
| $28.3M | ﹤0.01% |
940,755
-23,396
| -2% | -$704K |
|
1279
SPDR S&P Metals & Mining ETF
XME
$2.39B
| $28.3M | ﹤0.01% |
538,432
-5,429
| -1% | -$285K |
|
1280
iShares MSCI USA Value Factor ETF
VLUE
$7.28B
| $28.2M | ﹤0.01% |
311,183
-398
| -0.1% | -$36.1K |
|
1281
Tenet Healthcare
THC
$17B
| $28.2M | ﹤0.01% |
428,019
+109,703
| +34% | +$7.23M |
|
1282
RH
RH
$4.08B
| $28.1M | ﹤0.01% |
106,406
-170,539
| -62% | -$45.1M |
|
1283
FirstCash
FCFS
$6.49B
| $28.1M | ﹤0.01% |
280,206
-9,040
| -3% | -$907K |
|
1284
iShares US Real Estate ETF
IYR
$3.65B
| $28.1M | ﹤0.01% |
359,011
+112,485
| +46% | +$8.79M |
|
1285
Liberty Energy
LBRT
$1.73B
| $28M | ﹤0.01% |
1,511,614
-532,069
| -26% | -$9.85M |
|
1286
Wipro
WIT
$29B
| $28M | ﹤0.01% |
11,549,770
-461,474
| -4% | -$1.12M |
|
1287
SPDR Portfolio S&P 500 Growth ETF
SPYG
$41.7B
| $27.9M | ﹤0.01% |
471,295
+83,691
| +22% | +$4.96M |
|
1288
OceanFirst Financial
OCFC
$1.04B
| $27.9M | ﹤0.01% |
1,928,771
-120,467
| -6% | -$1.74M |
|
1289
iShares US Healthcare ETF
IYH
$2.76B
| $27.9M | ﹤0.01% |
516,545
-44,315
| -8% | -$2.39M |
|
1290
Dimensional US Core Equity 2 ETF
DFAC
$37.7B
| $27.8M | ﹤0.01% |
1,060,947
+72,703
| +7% | +$1.9M |
|
1291
Allegion
ALLE
$15B
| $27.8M | ﹤0.01% |
266,328
-13,340
| -5% | -$1.39M |
|
1292
JPMorgan Active Value ETF
JAVA
$4.11B
| $27.7M | ﹤0.01% |
540,731
+145,363
| +37% | +$7.45M |
|
|
MFA
1293
MFA Financial
MFA
$1.04B
| $27.6M | ﹤0.01% |
2,877,101
+106,396
| +4% | +$1.02M |
|
1294
iShares Silver Trust
SLV
$20.7B
| $27.6M | ﹤0.01% |
1,358,716
-386,166
| -22% | -$7.85M |
|
1295
Vanguard Mid-Cap Value ETF
VOE
$18.9B
| $27.6M | ﹤0.01% |
210,900
+7,670
| +4% | +$1M |
|
1296
Robert Half
RHI
$3.61B
| $27.5M | ﹤0.01% |
374,755
+86,258
| +30% | +$6.32M |
|
1297
California Resources
CRC
$4.44B
| $27.3M | ﹤0.01% |
487,207
-20,951
| -4% | -$1.17M |
|
1298
NiSource
NI
$19.3B
| $27.3M | ﹤0.01% |
1,104,683
+171,263
| +18% | +$4.23M |
|
1299
Chesapeake Utilities
CPK
$2.95B
| $27.3M | ﹤0.01% |
278,790
+11,904
| +4% | +$1.16M |
|
1300
First Financial Bankshares
FFIN
$5.12B
| $27.2M | ﹤0.01% |
1,084,122
-66,230
| -6% | -$1.66M |
|